Creating Templates

Here are the steps for making and using templates:

In the Someday column, create the Template. Create a task with a good name, followed by the first step:

New Prospect / Record info in contacts list

Next Steps. Enter the full list of next steps as a checklist. Arrange them in roughly the order you need to do them:

Follow-up call or email
Determine needs and interests
Prepare custom information packet
Ask John to review/send packet
W/F client acknowledge packet (call if no response)

Using Templates

The next time you need to perform this project, go to the Someday column/bucket (10th from the left), look for the template task, and copy it. Change the title so it is specific to this particular project:

Trevor Smith / Record info in contacts list

Next, highlight and copy the notes (all the steps) and paste them into the new task notes field.

Then, process the task/project, set a date for the next step, Be sure to remove the Templates flag if you are copying from a template task.

When the first step is completed, you will re-process normally. All other steps in that project are poised and ready for their turn.